How we work

Helping clients through all of life’s transitions

Helping clients through all of life’s transitions

At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood,divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.

We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.

We take a comprehensive approach to financial planning and some of the services we provide include:

· Portfolio construction

· Retirement Income Planning Strategies

· Estate Planning Strategies

· Divorce Financial Planning Strategies

· Intergenerational Wealth Transfer Strategies

Helping clients through all of life’s transitions

Areas of focus

  • Divorce Financial Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Community participation

St. Vincent de Paul

Fresh Start Women's Foundation

Toys for Tots Drop Off Location

Sojourner Center

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.